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Senior Associate / Vice President
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- Vice President of Investor Services - Bilingual (English and Spanish) Miami, FL or New York, NY
- Candidates with a team-driven approach who possess a commitment to diversity, equity and inclusion will be well-aligned with the firm’s goals.
- This is a client services role that will report directly to the Managing Director of Capital Markets.
- Manage anti-money laundering (“AML/KYC”) document collection and processing, and follow up with investors for missing information, if necessary
- Manage the onboarding and subscription process for all new investors, including assisting with ‘pre-closing’ workflows (signature processes), and post-closing workflows (document management)
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